See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,985 | $127,386-70.2% | $115,037-67.0% | $125,391-69.7% |
| Participation rate | 52.9% | 84.2%-31.2pp | 81.4%-28.4pp | 83.2%-30.2pp |
| Annual return | -2.16% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,946 | $5,166-43.0% | $4,608-36.1% | $4,866-39.5% |
| Participant deferral / active EE | $8,009 | $6,423+24.7% | $6,026+32.9% | $5,352+49.7% |
| Admin fee / account holder | $34,147 | $9,516+258.8% | $8,175+317.7% | $9,540+257.9% |